'Oh, No! Not Amazon, Too!' Stock FALLS After Earnings | Time to Worry?

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👨‍💼Brian Stoffel is a writer, investor, YouTuber, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.

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[mmlg]

Brian, I truly appreciate your insight. You're the G.O.A.T!🎉

[scottwingerter]

Talk about an over reaction, this is nuts.... The market is delusional at the moment.

[jeremewright]

Excellent video Brian!! I think your estimate is spot on. Fair and balanced analysis. This man deserves a bigger following!!

[teamvigod]

Another excellent analysis Brian. I agree the OCF is a good measure right now for valuation. Also I fully concur that the retail biz slowing temporarily due to macro is a non-issue as AWS and other higher margin segments are driving most of the profits. I'll sleep well tonight and if AMZN should remain on sale tomorrow I may just nibble a little more on some shares. I will also look to write some PUT contracts with strikes 20% or so under wherever the selloff price is. If the stock is PUT to me in a year plus I'll just own those additional shares at the lower strike price less the premium I got paid. Lots of margin of safety.

[jin]

I really really love this channel. 😊 Thanks Brian!

[gerard]

To me it seems expectations where just a bit too high. I wonder what Shop is going to report...

[joeschnur]

Nice analysis! I like fin chat also. Amazon is aggressive with robots and AI to improve operations productivity. They need to continue to improve the shopping experience. You didn’t call out streaming but that could be a growing biz also

[nayao]

Love how you also give the visuals with the great colorful graph. That is a fun quick way to get the info. Great video!

[Deksingburi]

I am concerned about Amazon's online market revenue, even though the profit margin of its online market is remarkably low. As an online market operates under a monopoly market structure, it's not expected to lose revenue and market share at this rate. Losing market share in the online market means relinquishing monopoly power, which is disastrous. Temu poses the biggest threat, and we need to monitor it closely.

[druiz]

I love it. Gonna buy more tomorrow. I've been adding Amazon and Meli every time I get paid. Tomorrow is going to be straight Amazon as Meli is up big after earnings. Can't wait until your Meli video!

[JD-imwu]

just chugged 15% of my stock portfolio into AMZN, trimmed off some GOOG and Berkshires and a few other stocks to reposition. Will keep adding if it falls lower to maintain a minimum 15% position at these low prices.

[tomliu]

PE 51 and growth is less than 51%, but need to nibble it slowly until PE 20 to fully load

[Den]

Nothing wrong with Amazon... Numbers are strong... If you understand financial, it's an opportunity... Free cash flows increasing every quarters... Forget all the YouTube gurus classes... 80% ETF: VOO, VGT, BRK, SCHG.... 20% profitable growth companies with membership revenue.... You can't lose with this formula.

[SpectralS]

Online store revenue fell, fine, but what will happen once we're back to a lower fed rate? Sounds like that should eventually leave more money for the households to spend, so Amazon and folks like Shopify should get a nice boost. Amazon directly through consumer spending, and Shopify indirectly through small and medium businesses getting more air to work and grow.

[JamieK]

Buying oppty. if it goes down more than 5% tomorrow. It is interesting the punishing that we are seeing. I can understand Microsoft since it was already richly valued. It is as if forecasting in-line with analyst expectations is a disappointment. Maybe this is the Nvidia effect. We have become jaded by their results and now anything less than a monster quarter coupled with a monster forecast is small potatoes. But I like to see businesses like Amazon keep doing what they do.

[riffsoffov]

Is there a risk that Amazon will be made liable for the safety of items sold by third parties on its platform, just as shops are liable for what they sell, not the manufacturers?

[joseplacencia]

I got AMZN at $400-$450/share 5 years from now, assumes 12% annual growth rate, 15% (optimized) net profit margins and a 30 PE

[o.c.g.m]

The market goes up and goes down. That's all you need to know.

-Peter Lynch

[miguelandrade]

It will go up ...don't worry is Amazon

[jacksonmatysik]

I'm loading up. Especially with the humanoid robotics option call.